Portfolio manager (and hunter) Chris Wallis only buys stocks he expects to return 15% a year or more. So far, he's exceeding his goal.

As co-manager of the Houston, Texas-based Natixis Vaughan Nelson Value Opportunity Fund (ticker: VNVYX), Wallis has invested in companies that he believes can continue to reward investors despite economic speed bumps ahead, such as the presumed end of the Federal Reserve's stimulus program.

In order to be considered for Wallis' portfolio, which he co-manages with team...